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Microsoft

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
2001
McKinley Carter Wealth Services
West Virginia
$804K -$5.99K -91 -0.7%
CWM
2002
Connecticut Wealth Management
Connecticut
$803K
SAA
2003
Southeast Asset Advisors
Georgia
$795K +$101K +1,529 +15%
SG
2004
StoneX Group
New York
$794K -$6.34K -102 -0.8%
MLIC
2005
Mandatum Life Insurance Company
Finland
$793K
GBT
2006
Grove Bank & Trust
Florida
$792K -$591K -8,980 -43%
JFGLC
2007
Johnson Financial Group LLC (Colorado)
Colorado
$792K -$535K -8,133 -40%
OA
2008
Outfitter Advisors
Virginia
$792K -$6.58K -100 -0.8%
LMAM
2009
Legg Mason Asset Management
Japan
$791K -$52.7K -800 -6%
PA
2010
Planning Alternatives
Michigan
$790K -$9.88K -150 -1%
SC
2011
Schulhoff & Co
Ohio
$787K +$13.2K +200 +2%
CBT
2012
Central Bank & Trust
Kentucky
$785K -$50K -759 -6%
CHP
2013
Cable Hill Partners
Oregon
$782K -$19.1K -290 -2%
AIM
2014
Avity Investment Management
Connecticut
$781K -$171K -2,594 -18%
RC
2015
Reik & Co
New York
$781K
IWM
2016
IHT Wealth Management
Illinois
$780K +$55.7K +849 +8%
MC
2017
Mathes Company
New York
$769K +$26.3K +400 +4%
SIC
2018
Shoker Investment Counsel
Ohio
$767K -$99.8K -1,517 -12%
LD
2019
Lipe & Dalton
New York
$766K
GC
2020
Gilbert & Cook
Iowa
$764K +$39.8K +604 +5%
DCM
2021
Dynamic Capital Management
Jersey
$762K -$1.67M -25,389 -69%
FA
2022
Fortis Advisors
Pennsylvania
$760K +$283K +4,293 +59%
AL
2023
Airain Ltd
Guernsey
$759K +$759K +11,517 New
TWM
2024
Torch Wealth Management
Ohio
$752K +$66 +1 +0%
CFA
2025
Camarda Financial Advisors
Florida
$750K +$618K +9,380 +468%